The Contrarian Capitalist Podcast

Today’s guest is John Johnston aka Alyosha of the excellent Market Vibes Substack.John Johnston provides trade ideas and is a metals and oil specialist and has also been a Comex NYMEX member for 4 decades.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Thursday 9th April 2026 AMJJ talks in detail about:Oil latest, why it is good for the US market and why Oil is likely to head down to $60 moving forwards (and possibly lower than that)Various signals and why the markets are essentially telling us to keep calm and carry on at presentUS/Iran/Israel latest and why Washington has to answer every time Israel callsWhy US pipeline companies are worth looking exploring in more depth1 potentially excellent Contrarian play on the table at the momentWhy now is not necessarily the best time to try and trade gold and silverAnd much more This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast/video features The Brawl Street Journal, a publication that focuses on markets, energy, and the collision between regulation and reality.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 10th April 2026 AMGet your tickets to the RULE SYMPOSIUM 2026The Brawl Street Journal discusses:* Latest Oil and Gas situations* 3 things that won’t happen after this energy crisis passes over* EU Gas shortages. Why they exist, what can be done about them and why certain EU countries are looking in the wrong places* Is Turkmenistan the gas key moving forwards?* Why the EU continually shoots themselves in both feet with regards to energy* Russia being open for business and why the EU should go back to them* Germany granting gas permits for the first time in 3 years. Why this is better later than never* And much moreContact Information & Recent ArticlesYou can connect with Brawlster and the team at The Brawl Street Journal, and also on X.You can also listen to the previous conversation below:A map showing where Turkmenistan is:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 8th April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* Why you shouldn’t trust the ceasefire* Short term equity and commodity outlooks* Warning signs across the board* And much more!Upgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.Jeremy will likely be on the show in due course.Podcasts & Posts & Article LinksGerman men need military permit for extended stays abroadDOE FY27 Budget Requests $45 Billion in Nuclear Funding This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Today’s podcast/video features The Royalty King. A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Friday 3rd April 2026 Mexico City time.The Royalty King discusses:* The Permian Basin and its importance with regards to Oil, Natural Gas and Water* Water demand and sustainability challenges associated with data centre infrastructure, focusing on power generation, cooling, and backup systems* Industry-Level Water Usage and Challenges* 6 companies that The Royalty King has his eyes on (please read full disclaimer at the bottom)* And much moreContact Information & Article RecommendationYou can connect with The Royalty King on Substack and on X.The raw study PDF file can be found in the article below:Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 1st April 2026.Protect your wealth. Defend your freedom. Outsmart the system.Get your tickets to the RULE SYMPOSIUM 2026This post and video are FREE for everyone, and discusses:* What the hell’s going on out here* 1 Contrarian Commodity worth keeping an eye out for* 2 potential scenarios for what happens next* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro. Today’s market is another look-in at the Strait of Hormuz. Traffic is not going to return to normal anytime soon in my opinion, so I think that even 20% is too high at the time of writing.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksMarkets Have Returned To Taking Headlines As Gospel | ZeroHedgePalantir Develops IRS Tool To Flag “Highest Value” Audits, Are Crypto Bros Next? | ZeroHedgeWTI Dips After Big Crude Inventory Build, US Production Slows | ZeroHedgeBrazil Is Quietly Becoming The Cleanest EM Trade | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to the Monthly Wrap for March 2026 with The Contrarian Capitalist and the excellent Tom Bradshaw, author of Beyond the Headlines.Get your tickets to the RULE SYMPOSIUM 20266 small bits of housekeeping* This video was recorded on Monday 30th March 2026 * There is no chart deck this month due to personal commitments on Tuesday 31st March, hence the recording and release on the 30th* Please continue to provide all feedback* We have inserted a ‘quote of the month’ and ‘move of the month’* NB - None of this is to be constituted as investment or trading advice. We are NOT financial advisors.* Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below.Quote of the Month''The volatility is not in gold but the fiat currency'' - Alasdair MacleodMove of the MonthDutch TTF Natural Gas Futures are the ‘winner’ this month, with a 71% move to the upside thus far.Please subscribe to both The Contrarian Capitalist and Tom Bradshaw using the buttons below. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 18th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Thank you to everyone that attended the Asset Confidentiality webinar with Adam Fayed and Mark Morris.* Private credit issues looking like they are spreading to consumer credit* Commodities and equities markets* And much more!Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at how many Fed rate cuts there will be in 2026. Difficult to tell at the moment but I do think that there will be 2 this year. What do you think?Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article Links This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe

Welcome to Mid-Week Macro for Wednesday 11th March 2026.Protect your wealth. Defend your freedom. Outsmart the system.This post and video are FREE for everyone, and discusses:* Credit stresses throughout* Commodities latest* And much more!Free Asset Confidentially Webinar on Friday 13th March 10:00 ET!Adam Fayed and I hosted an asset confidentially webinar a couple of weeks ago. This was received well and we will do another one on Friday 13th March at 10:00 ET.This time Mark Morris, who has consulted for the OCED and EU, will attend to speak about advanced structuring!If you’re unable to attend live, simply sign up and you’ll receive a free recording of the webinar.Free 1-Hour Financial Strategy Session with Adam Fayed ($700 value)Adam Fayed and his team help clients worldwide with retirement planning, investments, property, tax strategies, trusts, insurance and Plan B.Book your free no-obligation 1-hour consultation today using the button below and gain clarity on your financial strategy. Please mention The Contrarian Capitalist when you book!NB - This is not an affiliate linkUpgrade to Contrarian Capitalist Paid Today High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.Thank you for being part of The Contrarian Capitalist community!Mid-week Polymarket marketThank you Polymarket for sponsoring the mid-week macro, and today’s market looks at who the Republican Presidential Nominee for 2028 is likely to be. Many assume JD Vance but Marco Rubio seems to be hitting the right notes at the moment.Please do subscribe to Polymarket on Substack.If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.Podcasts & Posts & Article LinksWTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production | ZeroHedgeA $26 Billion Problem + A $33 Billion Problem = | ZeroHedgeJPMorgan Restricts Private Credit Lending After MarkdownsSilver’s Bubble Is Still Deflating | ZeroHedge This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe